Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leonard? Claim Your ProfileLeonard Bullaro is a registered investment advisor representative with Fidelity Personal And Workplace Advisors, serving clients in Lido Beach, New York. Leonard holds Series 7, 7TO, 66 and SIE licenses and has worked in the financial industry since 2002. Leonard has been registered with Fidelity Personal And Workplace Advisors since 2021. Leonard is also a licensed NYS realtor with Voro Real Estate and has worked in the real estate field since 2017.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NY
04/21/2023 - Present
Fidelity Personal AND Workplace Advisors (LIDO BEACH NY)
NY
02/16/2021 - 07/22/2021
EQUITABLE ADVISORS, LLC (WOODBURY NY)
NY
09/20/2016 - 04/20/2017
VISTA CAPITAL, L.L.C. (NEW YORK NY)
NY
07/24/2002 - 11/27/2015
BULLARO SECURITIES CORP. (ASTORIA NY)
NY
01/29/2007 - 06/30/2009
THE GAUSSIAN GROUP, LLC (NEW YORK NY)
BOTH
Issued 03/22/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/07/2022
Series 4 - Registered Options Principal Examination
BC
Issued 02/16/2021
Series 7TO - General Securities Representative Examination
BC
Issued 12/28/2020
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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